See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,748 | $133,958-37.5% | $112,228-25.4% | $134,475-37.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.78% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,280 | $4,038-43.5% | $3,635-37.3% | $4,740-51.9% |
| Participant deferral / active EE | $6,218 | $5,291+17.5% | $4,728+31.5% | $6,400-2.8% |
| Admin fee / account holder | $3,205 | $7,489-57.2% | $6,410-50.0% | $11,426-72.0% |